Kowal Investment Group’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,108
| Closed | -$257K | – | 161 |
|
|
2022
Q4 | $257K | Sell |
1,108
-238
| -18% | -$55.1K | 0.08% | 130 |
|
|
2022
Q3 | $297K | Buy |
1,346
+271
| +25% | +$59.8K | 0.1% | 102 |
|
|
2022
Q2 | $231K | Buy |
+1,075
| New | +$231K | 0.08% | 127 |
|
|
2021
Q4 | – | Sell |
-111
| Closed | -$19K | – | 479 |
|
|
2021
Q3 | $19K | Buy |
+111
| New | +$19K | 0.01% | 395 |
|